Purchases and Sales Made in Q2 2022 in Agf Invts Tr Agfiq Us Mkt Neut (BTAL)
This table provides information about the institutional ownership of Agf Invts Tr Agfiq Us Mkt Neut (BTAL) during Q2 2022. The information is specifically focused on institutions that hold shares of AGF INVTS TR AGFIQ US MKT NEUT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
777KNew |
$14M - $16.9M
|
777K
$15M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
542K+ 1846.38% |
$9.75M - $11.8M
|
571K
$11M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
140K+ 676.6% |
$2.52M - $3.05M
|
161K
$3.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
124KNew |
$2.23M - $2.7M
|
124K
$2.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
98.7K+ 685.63% |
$1.78M - $2.15M
|
113K
$2.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.5K+ 72.7% |
$1.12M - $1.36M
|
148K
$2.86M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.1KNew |
$1.03M - $1.24M
|
57.1K
$1.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
48.7K+ 88.19% |
$876K - $1.06M
|
104K
$2M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
45.7K+ 65.42% |
$823K - $996K
|
116K
$2.23M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
42.8KNew |
$770K - $933K
|
42.8K
$824K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36KNew |
$648K - $785K
|
36K
$693K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16.5KNew |
$296K - $358K
|
16.5K
$317K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
14.8KNew |
$265K - $321K
|
14.8K
$284K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
14.4KNew |
$259K - $313K
|
14.4K
$277K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
13.5K+ 10.28% |
$243K - $294K
|
145K
$2.79M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.3KNew |
$238K - $289K
|
13.3K
$255K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
12.8KNew |
$231K - $280K
|
12.8K
$247K
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.84K+ 14.92% |
$159K - $192K
|
68K
$1.31M
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
8.32K+ 19.23% |
$150K - $181K
|
51.6K
$992K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
5.64KNew |
$101K - $123K
|
5.64K
$109K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.5KNew |
$27K - $32.7K
|
1.5K
$28.9K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5KNew |
$26.9K - $32.6K
|
1.5K
$28.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
1.17KNew |
$21.1K - $25.6K
|
1.17K
$22.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
426+ 7.34% |
$7.66K - $9.28K
|
6.23K
$120K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-32- 15.17% |
$576 - $697
|
179
$3.44K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-41- 16.6% |
$738 - $893
|
206
$3.96K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-233Closed |
$4.19K - $5.07K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-808- 18.99% |
$14.5K - $17.6K
|
3.45K
$66.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-822Closed |
$14.8K - $17.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.7KClosed |
$30.6K - $37K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.36K- 17.34% |
$78.5K - $95K
|
20.8K
$400K
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.04K- 25.75% |
$90.6K - $110K
|
14.5K
$279K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9KClosed |
$251K - $304K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-14.3K- 49.34% |
$258K - $312K
|
14.7K
$283K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.4KClosed |
$259K - $313K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-15.4K- 15.39% |
$278K - $336K
|
84.9K
$1.63M
|
|
|
Aug 16, 2022
Q2 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-17.5KClosed |
$315K - $381K
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-52.4K- 18.28% |
$943K - $1.14M
|
234K
$4.51M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-103K- 35.69% |
$1.85M - $2.24M
|
185K
$3.56M
|
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-137K- 13.85% |
$2.46M - $2.97M
|
850K
$16.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-299KClosed |
$5.38M - $6.51M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-406K- 79.46% |
$7.31M - $8.85M
|
105K
$2.02M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.88M- 99.9% |
$33.9M - $41M
|
1.82K
$35.1K
|